Knowledge is power.
We empower our clients.

We want to help you become more financially savvy.

We believe women of all ages and financial ability should feel empowered to make smart decisions regarding their money. Whether you’re just starting out, balancing a career, managing a household or taking care of aging parents – we’re here to help.

With no account minimums and a team of experienced financial advisors, we will work with you to develop an action plan around your short and long-term financial goals.

Meet Our President: Bonnie Stein

Ms. Stein is President and CEO of Jemma Financial Services and has over 30 years of experience within all areas of the banking and investment management industry. Watch the video below to hear Bonnie talk about how Jemma Financial can work for you.

Financial Glossary

No content published here constitutes a recommendation of any particular investment, security, a portfolio of securities, transaction or investment strategy. Advisory services offered through Jemma Investment Advisors, LLC.
To the extent any of the content published may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Consult your advisor about what is best for you.
In addition, no content published here should be construed as professional, legal or tax advice. To determine your individual tax situation and specific needs, please consult a professional tax advisor.

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Schwab is a registered broker-dealer, and is not affiliated with Jemma Financial Services or any advisor(s) whose name(s) appear(s) on this website. Jemma Financial Services is/are independently owned and operated. [Schwab neither endorses nor recommends {Name(s) of Investment Management Firm(s)}, unless you have been referred to us through the Schwab Advisor Network®. (This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “Name(s) of Firm(s)” under which Schwab provides Jemma Financial Services with services related to your account. Schwab does not review the Jemma Financial Services website(s), and makes no representation regarding information contained in the Jemma Financial Services website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.